Estate Planning Attorney Northern Virginia

Estate planning attorney in Northern Virginia | Trusts | Probate

A Full-Service Estate Planning and Litigation Law Firm

At our law firm, you will find attorneys who have in-depth experience handling all aspects of estate planning and litigation. When you choose our law firm, you can be confident knowing that you have chosen a firm that includes attorneys who have been listed in Best Lawyers in America and Super Lawyers, recognition that we have earned by providing quality, client-oriented legal representation to individuals throughout Northern Virginia.

Providing Customized Estate Plans

Every estate is different. Each person has different goals in terms of what they would like to happen to their property after they are no longer able to enjoy it. For this reason, estate planning should never be a one-size-fits-all process. At the law firm of Surovell Isaacs & Levy PLC in Fairfax, Virginia, we take the time to get to know you so that we can provide an estate plan that is customized to meet your needs.

The tools that we use in developing personalized estate plans include:

  • Wills
  • Revocable and irrevocable trusts
  • Financial powers of attorney
  • Health care powers of attorney
  • Advance directives
  • Family limited partnerships
  • Guardianships
  • Conservatorships
  • Special Needs Trusts

Incorporating Trusts into Estate Plans

While it is possible for some people to accomplish their goals simply by creating a will, a trust is often necessary when the goals are more complex or the estate is large and diverse.

Trusts come in many forms: Life insurance trusts, "Crummey" trusts, 2503(c) trusts for minors, unified credit shelter trusts, Qualified Terminable Interest (QTIP) Trusts, charitable remainder trusts, charitable lead or income trusts, personal residence trusts, qualified personal residence trusts, grantor retained annuity trusts, grantor retained unitrusts and qualified domestic trusts.

Our attorneys can help you determine whether you require a trust and what trust makes the most sense for you.

Guiding You Through Probate and Estate Administration

If you have been appointed the executor of a loved one's estate or the administrator of a trust, you may feel at a loss as to what steps you are required to take. Our attorneys have a thorough understanding of the probate process as well as all other estate administration requirements. Your choice of attorney can impact the cost and the amount of time spent in the process and how disputes are resolved. By choosing an attorney at the law firm of Surovell Isaacs & Levy PLC in Fairfax, Virginia, you can be confident that you have experience on your side.

Our attorneys have substantial experience handling all aspects of probate and estate administration. Our goal is to:

  • Efficiently handle all proceedings in probate court.
  • Assure the orderly and efficient transfer of property to the intended beneficiaries.
  • Advise the personal representative and trustee on federal and state tax matters so that the estate may be handled at the lowest possible total cost.
  • Complete the process with a minimum of estate, gift, generation-skipping and income tax costs.
  • Effectively resolve will contests and other estate disputes

Representing You in Estate, Trust and Fiduciary Litigation

There are times when estate, trust, and related matters give rise to disputes or issues that need to be resolved through court proceedings. The lawyers at Surovell, Isaacs, & Levy PLC have substantial experience and knowledge in a wide range of estate and fiduciary litigation matters. Our extensive estate litigation experience is detailed on our Estate, Trust and Fiduciary Litigation page .

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